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User Guide
User Guide
  • Welcome to Whatcrm's guide to using Whatcrm!
    • Rules for Working with Customers
  • Integrations / Products
    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
      • Installation of Telegram integration in Bitrix24
      • How to write first to WhatsApp or Telegram from Bitrix24
      • Setting up the chat robot
      • Setting up the chat robot (new robot)
      • How to disable welcome message from open line in Bitrix24
      • Mailing list in Bitrix24
      • Configuring the distribution queue in an open line
      • Widget button for your website
      • Telegram
        • Setting up the chat robot
    • monday.com
      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
      • Deny list
      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
        • Limitations on attachments
        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
        • Access Restrictions
    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
      • CRM plugin (widget button on your website)
      • Launch a campaign in Kommo.com
      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
  • Affiliate Program
    • How to become a Whatcrm partner
    • How to Add Your Client to the Partner Portal
    • How Partners Can Pay for Their Client's Integration
  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
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  1. Integrations / Products
  2. monday.com

What the Group chats function means

Please note that the Group Chats feature is available on the Pro plan. If you need to use this feature, make sure you are on the appropriate tariff.

How it works

Correspondence from WhatsApp groups is synchronized with monday.com (CRM). After a WhatsApp group member replies, an item with the group name is created. All correspondence in the group chat is displayed in Updates or Whatcrm web, you can write to the group from pulses (Update or Whatcrm web tab)

Here's a step-by-step guide on how to create a group chat in the WhatsApp application on your phone:

  1. Open the WhatsApp application on your phone. Ensure you're logged in with your WhatsApp account.

  2. Once you're on the main screen, look for the "Chats" tab usually located at the bottom of the screen and tap on it.

  3. In the Chats tab, locate the chat icon with a pencil or a "New Chat" button, typically located at the top or bottom corner of the screen, and tap on it.

  4. Next, you'll see a list of your contacts. Tap on the contacts you want to add to the group chat. You can select multiple contacts by tapping on each one.

  5. After selecting the contacts, look for the option to create a group chat. It's usually labeled as "New Group" or "Create Group". Tap on it.

  6. You'll be prompted to set a group subject (name) and optionally add a group icon or photo. Enter a name for your group in the provided field.

  7. Once you've set the group name, tap on the "Create" button or icon. This will create your group chat with the selected contacts.

  8. You'll be redirected to the newly created group chat where you can start sending messages, photos, videos, or any other media to all the members of the group.

That's it! You've successfully created a group chat in the WhatsApp application on your phone.

After any participant responds in the group chat in Monday, a lead will be created with the name of the group chat. In the Whatcrm web tab, the entire message history from this group chat will be displayed. You can send text messages, record and send audio messages, share files directly from the CRM to your group chat

How to enable the ''Group Chats'' option

  • Open the application settings

  • Click on the change settings button and scroll the slider for group chats

  • Save settings

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Last updated 1 year ago